Managing Engagement Types

Managing Engagement Types

Engagement Types allow you to specify completion date calculations and retention period calculations for engagements used for different purposes. This dialog allows you to view the name, document completion date calculation, and retention period calculation settings for each engagement type.

You can also create, edit, delete, and mark inactive types of engagements.

Add an Engagement Type

Follow the steps below to add a new engagement type:

  1. Click on the navigation bar to go to the Engagement List page.

  2. On the Engagement List page, click the Settings drop-down to the left of the Start New Engagement button and then click Engagement Types.

  3. Click Add Type above the list of engagement types.

  4. Enter a name for the new engagement type in the Name field. This field is required.

    Note: Duplicate engagement type names are not allowed.

  5. Select Date of report or Report release date in the Beginning of assembly period list to set the date from which the document completion date will be calculated. Select N/A if you do not want to calculate the document completion date.

  6. Enter the appropriate information in the Length of assembly period field. The entry may be between 1 and 365 days.

  7. Select Date of report, Report release date, or Document completion date in the Beginning of retention period list to set the date from which the retention period end date will be calculated. Select N/A if you do not want to calculate the retention period.

  8. Enter the appropriate information in the Length of retention period field. The entry may be between 1 and 99.

  9. Click Save to save the engagement type and create another. Click Cancel to close the pane.

Edit an Engagement Type

To edit an active binder type, do the following:

  1. Click on the navigation bar to go to the Engagement List page.

  2. On the Engagement List page, click the Settings drop-down to the left of the Start New Engagement button and then click Engagement Types.

  3. Click the name of the engagement type you wish to edit. The Edit Engagement Type pane displays.

  4. If this is an engagement type you have created, you can edit the Name field. Edit the information in the Document completion date calculation and Retention period calculation sections as necessary.

    Note: You cannot edit the name of a standard engagement type.

  5. Check Mark as inactive if you would no longer like to use an engagement type that has been selected in existing engagements. This will remove the engagement type from the list when creating new engagements.

  6. Click Save to close the Edit Engagement Type pane.

Deleting an Engagement Type

To delete a binder type you have created, do the following:

  1. Click on the navigation bar to go to the Engagement List page.

  2. On the Engagement List page, click the Settings drop-down to the left of the Start New Engagement button and then click Engagement Types.

  3. Select the engagement type to delete and click Delete. A confirmation box asks you to confirm the deletion.

  4. Click Yes to delete the binder type. Click No to cancel the deletion.

    Notes:

    • Once you click Yes to confirm the deletion of the engagement type, it will be permanently deleted.

    • You cannot delete engagement types that have been selected in any existing engagements.

Marking an Engagement Type as Inactive

To mark an engagement type as inactive, do the following:

  1. Click on the navigation bar to go to the Engagement List page.

  2. On the Engagement List page, click the Settings drop-down to the left of the Start New Engagement button and then click Engagement Types.

  3. Click the name of the engagement type you wish to edit. The Edit Engagement Type pane displays.

  4. Click the checkbox next to Mark as inactive.

  5. Click Save to save the engagement type as inactive and close the Edit Engagement Type pane.

  6. The engagement type will be removed from the active engagement type list.

  7. Click the checkbox next to Show inactive engagement types to display all inactive engagement types.

    Note: A column labeled INACTIVE will be added to the engagement type list. All inactive engagement types will display a checkmark next to their name. Inactive engagement types cannot be selected when creating or editing an engagement.